Legal sector data transformation with PowerBI

The challenge

A leading player in the legal services sector, providing complex case management and compliance services for startup and scaleups clients worldwide, faced challenges with their fragmented reporting landscape. 

By modelling multiple data sources into a centralised Power BI environment, revamping dashboard UI, and extending analytics capabilities, we delivered a modern, intuitive solution that empowers teams with consistent, real-time insights for faster, better decision-making.

The client team relied on multiple disconnected data sources and legacy reporting tools, resulting in:

• Fragmented data views and inconsistent metrics across teams.
  
• A dated, unintuitive UI in their existing dashboards, making adoption slow.
  
• Limited ability to combine operational, financial, and compliance data for real-time insights.
  
• Significant time spent by analysts manually reconciling reports.
  

They needed a modern, centralised solution to model their data into a single source of truth, while revamping the user experience to drive efficiency and accuracy across the business.

Our solution

WeAreBrain partnered with the client team to design and deliver a comprehensive Power BI transformation, covering both technical and user-facing improvements.

Key steps included:

1. Data modelling & single source of truth

• Consolidated data from case management systems, billing tools, and compliance platforms into a central model.
  
• Applied consistent definitions and business rules to standardise metrics.
  

2. UI and UX revamp

• Redesigned dashboards for intuitive navigation, clear visual hierarchy, and improved accessibility.
  
• Created role-based views tailored to legal teams, finance, and senior management.
  

3. New and extended dashboards

• Built new dashboards for case progress tracking, client portfolio health, and compliance risk monitoring.
• Extended existing dashboards with drill-down capabilities and predictive metrics.

4. Performance optimisation

• Streamlined DAX queries and improved load times for faster decision-making.
  

The result

Thanks to our comprehensive Power BI transformation, the client achieved measurable improvements across their operations, fundamentally changing how they approach data-driven decision making.

1. Single source of truth
   All teams now work from the same trusted dataset, eliminating inconsistencies and ensuring alignment across the organisation’s various departments and practice areas.

2. Operational efficiency
   Reporting preparation time was reduced from days to hours, freeing up valuable analyst time for more strategic activities and client-focused work.

3. Enhanced user adoption
   The modern UI increased dashboard engagement by over 40%, demonstrating improved user satisfaction and system utilisation across all user groups.

4. Improved decision-making capability
   Real-time insights enabled proactive case management and risk mitigation, allowing the legal team to anticipate issues and respond more effectively to client needs.

The solution not only addressed current operational needs but also provided a scalable foundation for future analytics and AI integrations in the legal services sector.

Technology used

• Microsoft Power BI for business intelligence
• Azure SQL Database for data storage
• DAX & Power Query for data transformation
• Azure Data Factory for data integration